Atlas Energy Solutions Inc. filings document regulatory disclosures for an NYSE-listed energy services company with Permian Basin proppant, logistics and distributed power operations. Recent Form 8-K filings cover quarterly and annual operating results, Regulation FD disclosures, material definitive agreements, power purchase arrangements, equipment supply commitments and related business updates.
The company’s SEC record also documents capital-structure matters, including senior unsecured convertible notes due 2031, capped-call and financing-related disclosures, and uses of proceeds connected to debt repayment, power generation equipment and general corporate purposes. Proxy materials and annual-meeting reports cover board elections, auditor ratification, executive-compensation votes and the Atlas Energy Solutions Inc. Employee Stock Purchase Plan.
Atlas Energy Solutions Inc. General Counsel and Secretary Dathan C. Voelter, a member of a 10% owner group, reported equity award activity and related tax withholding in company stock.
On March 4, 2026, he acquired 60,545 shares of common stock at $0.00 per share upon the vesting and settlement of performance share units that were originally granted on March 13, 2023 and tied to three-year shareholder return and return on capital employed performance. The same day, he received a separate grant of 27,778 restricted stock units under the 2023 Long Term Incentive Plan, scheduled to vest in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, subject to continued employment.
On March 6, 2026, 7,279 shares of common stock were withheld at $9.91 per share to satisfy tax withholding obligations upon the PSU vesting, categorized as a tax-withholding disposition rather than an open-market sale. After these transactions, Voelter directly owned 498,003 shares of Atlas Energy Solutions common stock.
Atlas Energy Solutions Inc. 10% owner Chris Scholla reported a mix of equity award vesting and related share sales. On March 4, 2026, Scholla acquired 25,977 shares of common stock at $0.00 per share through the vesting of performance share units under the company’s Long Term Incentive Plan, tied to shareholder return and return on capital over a three-year period. On March 6, 2026, Scholla sold 8,912 shares of common stock in an open-market transaction at a weighted average price of $11.786 per share, in multiple trades between $11.52 and $11.98, to pay taxes due upon the PSU vesting. After these transactions, Scholla directly owned 567,972 shares of Atlas Energy Solutions common stock.
LANGFORD A LANCE reported acquisition or exercise transactions in this Form 4 filing.
Atlas Energy Solutions Inc. director and 10% owner group member Lance A. Langford reported an award of 24,218 shares of common stock on March 4, 2026, described as restricted stock units granted under the Atlas Energy Solutions Inc. Long Term Incentive Plan.
After this grant, his directly held common stock totaled 211,333 shares. He also reported indirect ownership of 592,146 shares held by BLL Financial Trust, where he is trustee, and 484,483 shares held by ALL Financial Trust, where his spouse is trustee; he disclaims beneficial ownership of these indirect holdings except to the extent of his pecuniary interest.
Burleson Gayle reported acquisition or exercise transactions in this Form 4 filing.
Atlas Energy Solutions Inc. director Gayle Burleson reported an equity award of common stock. The filing shows a grant of 14,632 shares of common stock at a stated price of $0.0000 per share, increasing the director’s directly held position to 37,816 shares following the transaction.
According to a footnote, this grant is an award of restricted stock units under the Atlas Energy Solutions Inc. Long Term Incentive Plan. The award is scheduled to vest in full on the first anniversary of the grant date, conditioned on continued service through the vesting date.
McCarthy Benjamin Blake reported acquisition or exercise transactions in this Form 4 filing.
Atlas Energy Solutions Inc. reported an equity award to its Chief Financial Officer, Benjamin Blake McCarthy. He received 90,817 shares of common stock on March 4, 2026 as a grant or award, with no cash price per share shown for the transaction.
The award is described in a footnote as restricted stock units granted under the company’s 2023 Long Term Incentive Plan. It vests in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, subject to continued employment through each vesting date. After this grant, McCarthy directly owns 192,856 shares.
Atlas Energy Solutions Inc. executive chairman Ben M. Brigham reported an acquisition of 277,778 shares of common stock on March 4, 2026. These shares resulted from performance share units granted in March 2023 that vested based on absolute and relative shareholder return and Return on Capital Employed over a three-year period, and were settled at $0.00 per share under the company’s long‑term incentive plan.
After this award, Brigham directly holds 850,175 shares of common stock. He also has indirect interests, including 10,526,880 shares held by Anne and Bud Oil & Gas Vested LLC, 1,564,346 shares held by Brigham Children's Family LP, and 2,518,721 shares held by Anne and Bud Oil & Gas Unvested LLC, where he may share voting or disposition power and disclaims beneficial ownership except for any pecuniary interest. An additional 54,388 shares are held by his spouse as her sole and separate property, which he fully disclaims.
Atlas Energy Solutions Inc. files its annual report describing a vertically integrated proppant, logistics and distributed power business focused on the Permian Basin. The company operates 14 sand production facilities, the 42‑mile Dune Express conveyor, and a fleet of more than 1,000 natural gas generators.
As of June 30, 2025, non‑affiliate common stock held a market value of about $1.1 billion, and there were 124,161,317 shares outstanding as of February 19, 2026. Atlas reports 571.3 million tons of proven and probable sand reserves and reserve lives of 11 to 29 years across key sites.
The report highlights major growth moves, including the $456.1 million Hi‑Crush Transaction, the Moser Acquisition with $180.0 million in cash plus about 1.7 million shares, and a Reservation Agreement for roughly 240 megawatts of new power equipment costing about $278.3 million, to be financed through lease arrangements. Extensive risk disclosures emphasize exposure to oil and gas cycles, environmental and climate regulation, silica and mining safety rules, customer concentration and evolving ESG expectations.
Atlas Energy Solutions reported full-year 2025 revenue of $1.1 billion, up 3.7% from 2024, but swung to a net loss of $50.3 million after earning $59.9 million the prior year. Adjusted EBITDA declined to $221.7 million from $288.9 million as margins compressed.
For the fourth quarter, revenue was $249.4 million with a net loss of $22.2 million and Adjusted EBITDA of $36.7 million. Atlas shipped 21.6 million tons of volume in 2025, including 5.9 million tons on its Dune Express system, and is targeting about 500 MW of behind-the-meter power capacity deployed in 2027.
Atlas Energy Solutions Inc. reporting person Gregory M. Shepard reported open-market sales of a total of 230,000 shares of common stock. He sold 100,000 shares on February 17, 2026 at a weighted average price of $11.7500 and 130,000 shares on February 18, 2026 at a weighted average price of $11.9800, in multiple transactions within stated price ranges. After these sales, he directly owned 7,421,210 shares of Atlas Energy Solutions common stock.
Atlas Energy Solutions Inc. announced that director Stacy Hock has decided not to stand for reelection to the Board at the company’s 2026 Annual Meeting of Shareholders. The company states that her decision is not due to any disagreement related to operations, policies, or practices.
Ms. Hock will continue to serve as a director, including on the Compensation Committee and the Nominating and Corporate Governance Committee, until her current term expires at the 2026 Annual Meeting. The filing does not describe any related leadership or strategic changes.